Advanced Micro Devices, Inc. (AMD)
AMD: Cooling My Rating, Not My Conviction
After a significant rally, I see more attractive alternatives emerging, such as Mag 7 or other AI plays. I expect potential consolidation following the recent run-up, introducing some risk for new entrants. While likely to outperform the benchmark, current valuations appear stretched and warrant caution.
How Much Is AMD Stock Expected to Move After Earnings?
Advanced Micro Devices is slated to post earnings after the closing bell Tuesday, with the chipmaker's stock seen potentially climbing to new highs following the results.
AMD Has An Intel Problem
While Intel's Xeon comeback validates the server CPU tailwind beneficial to EPYC, it also signals intensifying x86 competition against Advanced Micro Devices, Inc., as Intel regains relevance in AI infrastructure. However, AMD's Instinct MI400 Series and Helios ramp in H2 '26 could mark a structural inflection for the company, from an EPYC-led share gainer to a leading AI infrastructure compounder. AMD's upcoming earnings will be a key test of Instinct MI400 Series, Helios, and EPYC Venice ramp visibility, as well as whether the company has secured sufficient supply to sustain share.
AMD's AI Coup: Breaking The Nvidia Monopoly
For most of the AI boom, Nvidia (NVDA) has been the only name that mattered in data center hardware. That dynamic is shifting.
Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.
Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) closed the books on blockbuster quarters.
Actionable Or Overextended? Mapping Setups For AMD, Lumentum And Rocket Lab Ahead Of Earnings | IBD
IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from Lumentum Holdings, Rocket Lab and AMD. Check out our daily newsletter!
Buy AMD Stock Before Q1 Earnings: Here's What You Should Know
AMD heads into Q1'26 earnings on May 5 with a $9.8B revenue guide and AI chip demand amid stiff competition from Nvidia, Intel and Broadcom.
AMD Q1 Preview: I Own It, But I'm Not Adding More Before The Print
Long term, I remain bullish on Advanced Micro Devices, Inc., and I still own the stock after a 51% return since I bought the dip earlier this month. That said, I am not adding to my AMD position (which is 1.8% of my NLV) before the Q1 earnings release due to the risk of another double-digit selloff. AMD's Q4 had one-off tailwinds from China. Q1 MI308 China sales are guided far below Q4, while local chipmakers already hold a meaningful share of the market.
Why AMD, AVGO are outperforming Nvidia after Big Tech earnings
As the dust settles from a high-stakes week of “Magnificent Seven” earnings, a subtle shift is occurring under the hood of the semiconductor sector. While Nvidia remains the undisputed monarch of the AI era, its stock faced a rare moment of cooling as investors digested a gargantuan spending outlook from Microsoft, Alphabet, Meta, and Amazon.
Exploring Analyst Estimates for Advanced Micro (AMD) Q1 Earnings, Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
AMD's Breakout Run Is Only Getting Started
AMD is experiencing a CPU-driven supercycle, with EPYC server demand and supply constraints signaling early-cycle upside. AMD's structural growth is underpinned by CPUs becoming integral to AI infrastructure, with projected revenues rising from ~$34.6B in 2025 to ~$68B in 2027. Supply constraints through 2026 and the upcoming Venice EPYC and MI450 launches position AMD for potential exponential earnings and ASP growth.
